PDD Beat but Dropped? Will You Buy Earnings Dip?

PDD reported Q3 revenue of RMB 108.28 billion, beating the estimate of RMB 107.59 billion and up from RMB 99.354 billion a year earlier. The stock saw sharp volatility in pre-market trading—surging more than 3% at one point before quickly reversing into negative territory. PDD spiked and then plunged after earnings. Did you bet on the right side?

buy qq
avatarMrzorro
11-18
Earnings Review: PDD's Online Marketing Growth Dips Under 10% Amid Ongoing Competitive Pressure PDD Holdings Inc. has released its unaudited financial results for the third quarter, which concluded on September 30, 2025. Core Financial Indicators Total revenue for the quarter was RMB108,276.5 million (US$115,209.5 million), up 9% from RMB99,354.4 million in the same quarter of 2024. Net income was RMB 29,328.2 million (US$4,119.7 million), up 17% from RMB24,980.7 million in the same quarter of 2024. Non-GAAP net income was RMB 31,381.7 million (US$4,408.2 million), up 14% from RMB 27,458.7 million in the same quarter of 2024. Basic earnings per ADS rose to RMB20.96 (US$2.94) and diluted earnings per ADS to RMB19.70 (US$2.77), up from RMB18.02 and RMB16.91 in the same quarter of 2024. Non-G

PDD Q3: Just Getting Started on Its Comeback Trail?

$PDD Holdings Inc(PDD)$ released its financial report for the third quarter of 2025 before the market opened on November 18. Overall, this quarter's earnings report signals a positive trend of performance beginning to "bounce back from the trough." Key financial metrics show revenue growth rebounding from its low point, with profitability demonstrating significant year-over-year improvement. Notably, after several quarters of profit declines, adjusted operating profit significantly exceeded expectations, showcasing the company's operational resilience amid complex macroeconomic conditions and competitive dynamics.Specifically, while revenue growth rebounded to a high single-digit rate (9%), the more critical advertising revenue growth continued to
PDD Q3: Just Getting Started on Its Comeback Trail?
avatarxc__
11-18

🚨 Market Meltdown or Golden Buying Dip? 🔥 Wall Street Braces for Epic Week as Tech Bloodbath Continues! 💥📉

Traders are on edge after another brutal session – the Dow plunged 557 points (1.18%), S&P 500 tanked 0.92%, and Nasdaq shed 0.84% yesterday! 😱 Global selloff in full swing as investors dump risk assets amid sky-high tech valuations and fading hopes for a December Fed rate cut. Bitcoin even cratered below $92K – when crypto bleeds, you know sentiment is sour! 🩸 But hold up... futures are flashing green this morning! 📈 Dow futures +0.2-0.6%, S&P and Nasdaq climbing higher in premarket – is the rebound starting? Or just a dead cat bounce before Nvidia's make-or-break earnings tomorrow? 🤔 All eyes on the AI kingpin after shares dropped nearly 2% yesterday on bubble fears. 🔥 Hottest Stocks to Watch Today & This Week 🚀 Nvidia ( $NVIDIA(NVDA)$</
🚨 Market Meltdown or Golden Buying Dip? 🔥 Wall Street Braces for Epic Week as Tech Bloodbath Continues! 💥📉
Here’s a considered take on PDD Holdings (ticker PDD/“Pinduoduo”) ahead of its Q3 2025 results — specifically whether it may under-perform relative to peers and whether it’s a good speculative earnings bet. --- ✅ What we know & context Analysts expect Q3 revenue of about RMB 108.7 billion (~US$15.1 billion) and EPS down ~12 % year-on-year according to one summary.  The company has reported that in Q2 it beat revenue expectations (~+7 % growth) but net profit fell due to competition and investment.  In the broader Chinese e-commerce landscape: JD.com is seen as comparatively stronger on margin, execution and reliability.  Alibaba Group (and its platform Taobao) enjoys a large ecosystem and is benefitting from momentum in certain sectors (including food-delivery competitio

A Turning Point for China ADRs? JD, Tencent, and Bilibili All Smash Earnings Forecasts

$JD.com(JD)$ China Tech Just Posted Its Biggest Collective Beat in Years. Is This the Turning Point Investors Have Been Waiting For? Chinese tech stocks have spent nearly three years in a prolonged sentiment winter — defined by regulatory fear, geopolitical tension, and collapsing global fund exposure. But today, for the first time in a long time, China’s marquee digital platforms delivered something markets haven’t seen in unison: a broad, powerful, across-the-board earnings beat that exceeded even bullish expectations. JD.com, Tencent, and Bilibili — three companies representing e-commerce, gaming, advertising, fintech, cloud, and online entertainment — each posted robust results that outshined the macro gloom narrative. JD.com recorded 14.9% reve
A Turning Point for China ADRs? JD, Tencent, and Bilibili All Smash Earnings Forecasts
avatarWeChats
11-14
🚀 China Big Tech All Beat! JD, Tencent, Bilibili Smash Expectations — Will Wall Street Finally Reward Them? China ADRs just delivered one of their strongest earnings waves in years — and investors are suddenly paying attention again. Three giants reporting today — Tencent, JD.com, and Bilibili — all posted results well above expectations, breaking months of pessimism. Here’s what caught the market off guard: 🔥 JD.com: Revenue Rebound Takes Off +14.9% YoY revenue growth, its best in several quarters Margin recovery stronger than expected Cost controls + demand pickup = early signs of a real turnaround JD shares are trading higher pre-market — and this may just be the beginning. 🎮 Tencent: Gaming Back to Life Tencent posted 15% YoY growth, powered by a blowout in: International gaming revenu
avatar禅108
11-14
Big "reward" indeed for BILIBILI. Loss for words. 🫨
700
avatarFTGR
11-12
Bullish for bili, jd.com and tencent [Cool]  

How to trade on Tencent's financial report?

$Tencent Holdings (00700) $It will release its third quarter fiscal 2025 earnings report on November 13. It expects net profit to be 56.89 billion yuan, up 6.9%, and revenue to rise 13% to 189.15 billion yuan.After the deep integration of AI technology and core business achieved unexpected growth in the second quarter, the continuity of its growth momentum, the deepening of AI commercialization and the room for improvement of profit quality in this quarter have attracted much attention.The second quarter of fiscal year 2025 is a critical verification period for the implementation of Tencent's "AI + ecosystem" strategy. The total quarterly revenue reached 184.5 billion yuan, a year-on-year increase of 15%, significantly outperforming the industry ave
How to trade on Tencent's financial report?

JD.com (JD) New Business Losses To Watch. Narrow Loss Might Give Bullish Run.

$JD.com(JD)$ is expected to release its unaudited fiscal Q3 2025 earnings on Thursday, November 13, 2025, before the U.S. market opens. JD Q3 2025 Earnings Analysis & Expectations Analyst consensus suggests a mixed picture, with expectations of solid revenue growth but significant pressure on profitability due to increased investment in new initiatives. The key narrative for this quarter is the trade-off between market share gains (through the new food delivery venture and competitive retail pricing) and short-term margin compression. JD Fiscal Q2 2025 Earnings Summary JD.com released its unaudited financial results for the second quarter of 2025 (covering April 1 to June 30, 2025) on Thursday, August 14, 2025. The results were characterized by
JD.com (JD) New Business Losses To Watch. Narrow Loss Might Give Bullish Run.
avatarECLC
11-11
Bullish on Tencent and guess possibly can close around HKD 688.88 on Friday.
avatarShyon
11-11
I’m optimistic about Tencent’s $TENCENT(00700)$ upcoming earnings. With AI driving growth in gaming, advertising, and cloud, the company seems to be gaining strong momentum. The success of Delta Force: Hawk Ops and renewed engagement in classics like Honor of Kings show how AI is revitalizing its gaming business. Advertising, especially WeChat Channels, should also stay strong with AI improving ad targeting and conversion. FinTech and Cloud are steady contributors. Rising AI computing demand and wider use of the Hunyuan model should lift Tencent Cloud’s margins, while payment services continue to grow. Overall, I expect solid double-digit gains in both revenue and profit. I remain bullish on Tencent. If management offers upbeat AI guidance, sen
avatarIV.5
11-11

Tencent Music (TME) Earnings To Watch ARPPU Continued Growth MPU Consistent Growth

$Tencent Music(TME)$ fiscal Q3 2025 earnings is scheduled for November 12, 2025, before the U.S. market opens. TME Q3 2025 Earnings Analysis & Forecast Current analyst consensus suggests a positive quarter, continuing a trend of solid financial performance driven by its core online music services. Key Context: Recent Momentum: TME's Q2 2025 results beat analyst expectations for both EPS and revenue, demonstrating strong growth in online music and improved operating efficiency. Dual Engine Strategy: The company's focus remains on leveraging its "dual engine" of online music services and social entertainment services, with online music continuing to be the primary growth driver, while social entertainment faces regulatory and competitive headwind
Tencent Music (TME) Earnings To Watch ARPPU Continued Growth MPU Consistent Growth
avatarkoolgal
11-11
🌟🌟🌟I predict Tencent $TENCENT(00700)$ will close at around HKD 688.98 on Friday November 14.  Tencent has been on an upward momentum as it is up almost 3% this week and 56% year todate. The current consensus rating for Tencent from analysts is a Strong Buy.  This can be attributed to its continued growth and profitability. Tencent is also successfully integrating AI into its products with AI driven upgrades leading to robust growth and new AI tools being implemented within its products like Weixin. I like Tencent for its diversified business models from gaming, social media, fintech and cloud services, reducing its reliance on a single sector. Tencent would be a great stock to buy and hold long term. 
Bullish on $TENCENT(00700)$ with a forecast of share price of 690 per share Tencent is the leader in this space of technology and applications with furthe growth forecast and strong momentum on earnings with further upside expected
avatar1PC
11-10
I'm Bullish 📈 for Tencent, it's weekly price sitting on MA5 & Daily showing Bullish MA5&10 [Surprised]. I'm rooting for Tencent able to recover above 700++. Maybe 🤔 702.89 @JC888 @Barcode @DiAngel @Shernice軒嬣 2000 @koolgal @Aqa
avatarAqa
11-10
$700.01 Bullish on $TENCENT(00700)$